Click this button to login to my csi Click this button to logout of my csi Click this button to get our contact information Français A A A Click this button to access your shopping cart 0
Welcome
Access Online Courses
To search CSI please enter your search query and press this button
Canadian Securities Institute, Moody's Analytics Training & Certification Services
Mobile Menu
  1. ABOUT CSI

    1. CORPORATE PROFILE

      1. About CSI
      2. Media Room
      3. Partners
    2. CAREERS

      1. Opportunities
    3. RESOURCES

      1. Webinar Series
      2. Resources Hub
      3. CSI Podium
    4. LEARNING SOLUTIONS

      1. Licensing Courses
      2. Designations
      3. Post-Secondary Students
      4. Newcomers To Canada
      5. Corporate Solutions
    5. Insiders Guide
    6. FacebookTwitterlinkedinyouTube
  2. THE CSC & IFC

    1. CSC®

      1. About the CSC®
      2. Careemap / Job Finder Tool
      3. Enrol Now
      4. CSC® Review Webinars
    2. IFC

      1. About the IFC
      2. Enrol Now
    3. ARE YOU:

    4. Visit the CSI Career Map
    5. CSI Career map
  3. OUR COURSES

    1. AREAS

      1. Retail Banking
      2. Financial Planning and Insurance
      3. Investment Management
        and Trading
      4. Wealth Management & Private Banking
      5. Business Banking
      6. Leadership, Management & Compliance
    2. CE COURSES

      1. Online
      2. CE Finder Tool
      3. CE Tracker Tool
      4. CE Credits
        National/Provincial
    3. STUDY TOOLS

      1. Bundle & Save
    4. PREVIOUSLY OFFERED PRODUCTS

      1. Previously Offered Courses
      2. Previously Granted Credentials
    5. CERTIFICATION EXAMS

      1. Apply Here
      2. Frames
    6. our complete course cataloge
    7. Insiders Guide
    8. Bundle and Save with the CSC
  4. DESIGNATIONS & CREDENTIALS

    1. BUSINESS BANKING

      1. Certificate in Commercial Credit
      2. Certificate in Small Business Banking
    2. FINANCIAL PLANNING

      1. Certificate in Advanced Mutual Funds Advice
      2. Certificate in Advanced Financial Advice
      3. Certificate in Financial Services Advice
      4. Certificate in Personal Banking
      5. Personal Financial Planner (PFP®) designation
    3. INVESTMENT MANAGEMENT & TRADING

      1. Certificate in Advanced Investment Advice
      2. Certificate in Advanced Mutual Funds Advice
      3. Certificate in Derivatives Market Strategies
      4. Certificate in Equity Trading and Sales
      5. Certificate in Fixed Income Trading and Sales
      6. Certificate in Investment Dealer Compliance
      7. Certificate in Technical Analysis
      8. Chartered Investment Manager (CIM)® designation
      9. Fellow of CSI (FCSI®)
    4. LEADERSHIP, MANAGEMENT & COMPLIANCE

      1. Certificate in Banking Management
      2. Certificate in Investment Dealer Compliance
      3. Fellow of CSI (FCSI®)
    5. RETAIL BANKING

      1. Certificate in Banking Management
      2. Certificate in Financial Services Advice
      3. Certificate in Personal Banking
      4. Personal Financial Planner (PFP®) designation
    6. WEALTH MANAGEMENT

      1. Certificate in Advanced Investment Advice
      2. Certificate in Estate Planning and Trust Strategy
      3. Certificate in Retirement Strategy
      4. Certified International Wealth Manager (CIWM) designation
      5. MTI – Estate and Trust Professional®
  5. CORPORATE SOLUTIONS
      1. Home
      2. How We Work
      3. Specialisation
      4. Meet the Team
    1. Client Focused Reforms
  6. SUPPORT & EXAMS

    1. NEW STUDENTS

      1. Career Map & Job Finder Tool
      2. New Student Orientation
      3. Bundle & Save on Study Tools
    2. CURRENT STUDENTS

      1. All About Exams
      2. CSI Student Policies
      3. Accessibility Policies
    3. ADDITIONAL INFORMATION

      1. FAQs
      2. Fees
      3. Forms
Home: Courses: Retirement Planning For High Net Worth Clients

At CSI, the well-being of our valued learners and staff is our highest priority. Learn more about our response to COVID-19.

Back To Top Course Information

Retirement Planning For High Net Worth Clients

 

The largest generation of baby boomers in Canadian history are retiring and are considered the wealthiest members of our population. As the world of investing becomes increasingly complex and the need by this generation for professional advice increases, the demand for qualified wealth managers with a specialization in strategic retirement planning has never been greater.

With little tolerance for financial risk, more and more Canadians in or near retirement are seeking out the expertise of advisors with a specialization in retirement strategies to help them grow, protect and distribute their assets to meet their desired retirement lifestyle.

Introducing the Retirement Planning For High Net Worth Clients course

This course will equip professionals with the knowledge needed to help their more affluent clients meet their financial retirement goals. The course is one of five courses within the Dealing with High Net Worth Clients Program, which is the learning path required for the CIWM designation. You can incrementally earn CE credits as you work your way through the course. You can also earn a Micro-Certificate which generates a digital badge that is uploaded to your social media sites upon your request.

Other courses within the Dealing with High Net Worth Clients Program are:

Investment Strategies For High Net Worth Clients

Estate Planning For High Net Worth Clients

Dealing With Special High Net Worth Client Situations

Practice Management In High Net Worth Segment

One Course, Multiple Credential Paths

Upon successful completion of the Retirement Planning For High Net Worth Clients course, students will be eligible for the following credentials:

  • Micro-Certificate for completion of all modules within the course
  • Eligibility to earn the Certificate in Retirement Planning (CRS). Students who have completed the Retirement Planning For High Net Worth Clients course and who also have met the pre-requisite requirements for CRS will have one more step to earn CRS - the completion of a proctored CRS Certification exam. Please note this is not a requirement of the CIWM
  • One step closer to earning CSI's Certified International Wealth Manager (CIWM) designation - the only specialized strategic wealth management credential

Course leads to the following credentials:

CIWM CSWP   MTI CRS  CRS CRS

Who Should Enrol

The Retirement Planning For High Net Worth Clients course is designed for individuals with experience in the financial services advisory professions, working within a securities or mutual fund dealers, bank, or a financial planning organization in the capacity of:

  • Investment advisors
  • Financial advisors
  • Financial planners
  • Mutual fund representatives
  • Life insurance specialists

Course Features

  • Consists of ten independent modules
  • Each module consists of PDF and E-Pub files (accessible on mobile devices) and an online quiz
  • Modules are completed when you pass the online quiz
  • Module completions result in CE credits being awarded, earn CE credits incrementally as you progress through the course
  • Once you complete all modules within the course, you will earn a Micro-Certificate generating a digital badge

 

Close
-
+

Request more information

Would you like to keep informed about CSI's products and promotions?

What's New

What's New

  • CE Cycle 9
  • CE Tracker Tool
  • Investing in Inflationary Times
  • CE Finder Tool
  • Investment Dealer Supervisors Course (IDSC)

Top Courses

Top Courses

  • Canadian Securities Course (CSC®)
  • Investments Funds In Canada (IFC)
  • Personal Financial Services Advice
  • Wealth Management Essentials
  • Derivatives Fundamentals Course

Find Courses

Find a Course

  • Course By Area
  • Course By Licensing
  • Course Index
  • Course By Career Map
  • Course By CE Finder Tool

Corporate Solutions

Learning Solutions

  • CSI Podium
  • Corporate Solutions
  • Post-Secondary Students
  • Newcomers to Canada
  • Resources Hub
  • Career Map
Entrust SSL Certificate

ABOUT CSI | THE CSC & IFC | OUR COURSES | DESIGNATIONS & CERTIFICATES | CORPORATE SOLUTIONS | SUPPORT & EXAMS
Privacy Policy | Terms of Use | Cookie Notice | Sitemap | © , Moody's Analytics Global Education (Canada), Inc. | 20.01.03.mkt 2020-06-12